CRM Auto-Router Demo

CRM Auto-Router (GHL / HubSpot / Buildium)

New lead comes in → we enrich it, score it with Claude, route it to the right pipeline in your CRM, and fire a Slack ping if it’s a must-win.

Try the live demo →
Watch the 60-second Loom

How it works

1. Capture and enrich

Generic webhook receives any lead payload. We call Apollo/Clearbit to append firmographic data and intent signals.

2. Score with Claude

Configurable per-workspace prompt grades fit, urgency, and revenue tier on a 0–100 scale — with a one-line reason.

3. Route and notify

Rules engine drops the lead in the correct GHL / HubSpot / Buildium pipeline and posts an enriched Slack alert for must-wins.

60-second Loom

30-second flow: fire a test lead → watch enrichment → Claude scores it → it lands in the correct HubSpot list → Slack message appears.


Free ROI estimate

See the dollar impact for your numbers

5 inputs → get hours saved/yr, dollars saved/yr, and payback vs. our $9,990 – $25k range. Results show on this page and the breakdown plus build spec hit your inbox.

Who it’s for

Agencies and ops teams running GoHighLevel, HubSpot, or Buildium who want Clay-style enrichment and AI scoring without stitching five SaaS tools together.

Tech under the hood

n8nClaude Sonnet 4.6Apollo / ClearbitHubSpot APIGoHighLevel (GHL) APIBuildium APISlack APINext.js 15

Frequently asked questions

Which CRMs does this connect to?

GoHighLevel (GHL), HubSpot, and Buildium are wired out of the box. The router is CRM-agnostic — adding Pipedrive, Close, Salesforce, or any other CRM with a REST webhook takes about half a day.

How does lead scoring work?

Claude Sonnet 4.6 scores each enriched lead 0–100 using a per-workspace prompt that you edit in plain English. Scores include a one-line rationale so sales reps trust them.

Can it handle multi-tenant agency setups?

Yes. GoHighLevel agencies often need to route leads into the correct sub-account pipeline — the router supports per-tenant rules and credentials without code.

What’s the typical build timeline?

3–4 weeks from kickoff: one week to scope rules and enrichment sources, one week to wire the CRMs, one week to tune scoring, one week for QA and handoff.

Want one of these in your business?

We’ll scope, build, and hand off a production-ready system in 3–4 weeks.

Book a Strategy Call



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